摘要
产品相关多样化是企业发展的重要战略。经济学研究认为企业内部因素会影响企业的产品多样化策略,而一些地理学研究则发现企业外部的地方因素也会影响企业发展。为了弥补当前研究中关于企业微观发展战略外部影响因素的空白,本文基于2012—2016年中国出口产品贸易数据研究地方出口产品结构对企业出口产品相关多样化的影响,并进一步探究地方非正式制度和正式制度环境的调节作用。结果发现:(1)在出口产品相关多样化程度越高的地方,多产品企业的出口相关多样化倾向会越强。(2)正式和非正式制度环境均会影响地方和企业尺度在出口产品相关多样化方面的一致性关系。地方的社会信任属于非正式制度环境,会增强地方与企业在出口产品相关多样化方面的一致性。正式制度环境包括市场化、全球化和分权化进程,其中地方市场化程度对地方与企业在出口产品相关多样化方面的一致性起正向调节作用,而地方的全球化和分权化进程则表现为负向调节作用。本文的研究结论说明了地方产业集群环境、企业微观发展策略以及地方制度背景三者之间存在关联。政府可以通过制度改革和制度创新等政策影响地方内企业联系,为地方产业发展创造新的机会。
Firm related diversification is a common strategy for emerging economies to promote growth.As evidenced in the rapidly expanding economic literature,a host of internal factors such as residual resources,firm scale and capital structure are important for firm product diversification.However,there has been a dearth of economic researches on the external factors of firm product diversification.Based on such consideration,this article investigates the influence of local related variety on firm’s export diversification strategy and explores the moderating effects of regional institutions by estimating tobit model based on the trade data of China’s 31 provinces during 2012-2016.The results show that:(1)local related variety has a significant impact on firms’export diversification strategy.Specifically,firms located in regions dominated by related varieties are more likely to show related diversification patterns of export products.(2)Besides,the relationships between firm routines and local related variety are different in varied institutional contexts.For example,the regional atmosphere of trust is one of the most important informal institutions.This paper finds that the atmosphere of local trust will strengthen the relationship between firms’related diversification patterns and local related variety significantly.As for formal institutions,we find different moderating effects of regional marketization,globalization and decentralization.Marketization’s moderating role is positive,while regional process of globalization and decentralization exerts a serious negative impact on the consistency of regions and firms in diversification patterns.According to the above results,this paper attempts to redress the neglect of regional institutions and forge a link between the economic and geographical investigations which helps to offer a broader view on the external factors of firm related diversification.It also points out that there is a complex relationship among local export variety,regional institutions and firm related diversification.Chinese government should promote local firm’s contacts by preferential policies and create new opportunities for local industrial development.
作者
朱晟君
金文纨
ZHU Shengjun;JIN Wenwan(School of Urban and Environmental Sciences,Peking University,Beijing 100871,China)
出处
《地理学报》
EI
CSSCI
CSCD
北大核心
2021年第2期398-414,共17页
Acta Geographica Sinica
基金
国家自然科学基金项目(41971154,41701115)
国家自然科学基金重点项目(41731278)。
关键词
出口多样化
相关多样化
地方出口产品结构
制度
中国
export diversification
firm related diversification
local variety
regional institutions
China
